HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.8B
AUM Growth
+$6.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,757
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$107M
3
+$96.7M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$79.7M
5
META icon
Meta Platforms (Facebook)
META
+$76.9M

Top Sells

1
+$48.6M
2
+$46.9M
3
+$44.7M
4
V icon
Visa
V
+$44.5M
5
QLTY icon
GMO US Quality ETF
QLTY
+$43.7M

Sector Composition

1 Technology 13.55%
2 Financials 10.32%
3 Consumer Discretionary 5.93%
4 Industrials 5.06%
5 Healthcare 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USEP icon
2026
Innovator US Equity Ultra Buffer ETF September
USEP
$222M
$958K ﹤0.01%
25,999
OIH icon
2027
VanEck Oil Services ETF
OIH
$1.06B
$958K ﹤0.01%
4,161
+216
ACNT icon
2028
Ascent Industries
ACNT
$129M
$955K ﹤0.01%
75,769
-1,962
ACI icon
2029
Albertsons Companies
ACI
$9.93B
$954K ﹤0.01%
44,349
+6,368
MOO icon
2030
VanEck Agribusiness ETF
MOO
$600M
$954K ﹤0.01%
12,956
-3,187
HOLX icon
2031
Hologic
HOLX
$16.5B
$952K ﹤0.01%
14,607
-1,177
PBA icon
2032
Pembina Pipeline
PBA
$22.4B
$951K ﹤0.01%
25,346
-1,025
PDX
2033
PIMCO Dynamic Income Strategy Fund
PDX
$973M
$951K ﹤0.01%
38,568
-1,186
SDOG icon
2034
ALPS Sector Dividend Dogs ETF
SDOG
$1.23B
$951K ﹤0.01%
16,537
-292
SMG icon
2035
ScottsMiracle-Gro
SMG
$3.3B
$949K ﹤0.01%
14,390
-6,056
FXD icon
2036
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$318M
$945K ﹤0.01%
14,890
-11,729
HALO icon
2037
Halozyme
HALO
$8.3B
$943K ﹤0.01%
18,131
-6,263
ONTO icon
2038
Onto Innovation
ONTO
$6.43B
$943K ﹤0.01%
9,340
-4,813
GFEB icon
2039
FT Vest US Equity Moderate Buffer ETF February
GFEB
$357M
$942K ﹤0.01%
24,157
IPAC icon
2040
iShares Core MSCI Pacific ETF
IPAC
$1.94B
$939K ﹤0.01%
13,670
+969
SILA
2041
Sila Realty Trust
SILA
$1.29B
$939K ﹤0.01%
39,658
-3,526
NNN icon
2042
NNN REIT
NNN
$7.78B
$939K ﹤0.01%
21,736
+4,334
LDRT
2043
iShares iBonds 1-5 Year Treasury Ladder ETF
LDRT
$19.2M
$937K ﹤0.01%
37,071
-7,202
ARKF icon
2044
ARK Fintech Innovation ETF
ARKF
$1.33B
$936K ﹤0.01%
18,628
-1,863
LUMN icon
2045
Lumen
LUMN
$8.4B
$930K ﹤0.01%
212,410
-39,045
NUKZ icon
2046
Range Nuclear Renaissance Index ETF
NUKZ
$604M
$925K ﹤0.01%
16,351
+7,462
ETHE
2047
Grayscale Ethereum Trust ETF
ETHE
$3.6B
$924K ﹤0.01%
44,311
-23,763
EQR icon
2048
Equity Residential
EQR
$22.6B
$924K ﹤0.01%
13,691
-344
ROBO icon
2049
ROBO Global Robotics & Automation Index ETF
ROBO
$1.18B
$923K ﹤0.01%
15,443
-288
SW
2050
Smurfit Westrock
SW
$18B
$922K ﹤0.01%
21,370
-5,404
80 81
82
83 84